top of page

Comprehensive Financial Plan

Member monthly subscription with additional time at 50% off posted rates

  • 1 hour
  • On-Line, In person

Service Description

This comprehensive financial review provides an opportunity for course correction on your financial journey. It is intended for those who want to be assured that they are on plan for retirement with a plan for distribution, health care costs, taxes, a child's education or other financial issues. Consultation is valued at $250.00 per hour. If you're just starting out you want to get started with a solid, well thought-out game plan. The intent here is to provide a plan which will set you on a path to a more successful financial future. Dynamic Planning and Forecasting plus Financial Training by certified NFEC instructors. Call if you have questions or are interested in member subscription services, reduced rates for consultations and use of the Orion Portal or to to get access the financial planning content in the NFEC financial literacy portal for training.

Cancellation Policy

Please be considerate to cancell or reschedule notify us at least 24 hours in advance

Contact Details


San Leandro, CA, USA

bottom of page